Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q1 2024
Institutional positions in Elevance Health, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,672
- +36 vs. Q4 2023
- Shares held
- 207.9M
- +419.1K (+0.2%) vs. Q4 2023
- Total value
- $107.7B
- +$9.84B (+10.1%) vs. Q4 2023
- New holders
- 159
- 672 more added
- Sold out
- 123
- 545 more reduced
24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 1,650 | $855.7K | 0.13% | −427−20.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,649 | $855.1K | 0.30% | −58−3.4% | Reduced |
| Beacon Financial Group | 1,647 | $854.3K | 0.10% | −68−4.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,646 | $853.5K | 0.14% | +104+6.7% | Added |
| Brogan Financial, Inc. | 1,645 | $853.2K | 0.56% | +5+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,642 | $851.4K | 0.09% | +7+0.4% | Added |
| Concord Asset Management, LLC | 1,633 | $846.8K | 0.22% | +271+19.9% | Added |
| McLean Asset Management Corp | 1,645 | $846.1K | 0.29% | −35−2.1% | Reduced |
| PDS Planning, Inc | 1,629 | $844.7K | 0.09% | +110+7.2% | Added |
| Twin Capital Management Inc | 1,623 | $841.6K | 0.10% | −21−1.3% | Reduced |
| Grey Street Capital, LLC | 1,622 | $841.0K | 0.11% | +1,622 | New |
| Buckingham Strategic Wealth, LLC | 1,611 | $835.4K | 0.01% | −183−10.2% | Reduced |
| LRI Investments, LLC | 1,606 | $832.8K | 0.21% | +1,606 | New |
| Belpointe Asset Management LLC | 1,605 | $832.4K | 0.06% | +104+6.9% | Added |
| Plancorp, LLC | 1,599 | $829.1K | 0.04% | +55+3.6% | Added |
| OmniStar Financial Group, Inc. | 1,598 | $828.7K | 0.76% | +1,598 | New |
| Systematic Alpha Investments, LLC | 1,597 | $828.1K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,593 | $826.1K | 0.01% | −1,084−40.5% | Reduced |
| Hollencrest Capital Management | 1,585 | $821.9K | 0.04% | +48+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,585 | $821.9K | 0.03% | +1,585 | New |
| Terry L. Blaker | 1,582 | $820.3K | 0.06% | −20−1.2% | Reduced |
| Compass Wealth Management LLC | 1,568 | $813.1K | 0.20% | 00.0% | Unchanged |
| WBI Investments | 1,567 | $812.5K | 0.17% | +1,567 | New |
| Michael B. Yongue | 1,565 | $811.5K | 0.71% | 00.0% | Unchanged |
| Thomasville National Bank | 1,550 | $803.7K | 0.07% | −5−0.3% | Reduced |
| Smithbridge Asset Management Inc | 1,532 | $794.4K | 0.16% | −143−8.5% | Reduced |
| Twinbeech Capital LP | 1,531 | $793.9K | 0.02% | −53,336−97.2% | Reduced |
| Money Concepts Capital Corp | 1,530 | $793.5K | 0.07% | −65−4.1% | Reduced |
| J. W. Coons Advisors, LLC | 1,530 | $793.4K | 0.18% | −85−5.3% | Reduced |
| Buckingham Capital Management, Inc. | 1,526 | $791.3K | 0.10% | +1,526 | New |
| Legacy Financial Advisors, Inc. | 1,526 | $791.2K | 0.14% | +30+2.0% | Added |
| Middleton & Co Inc | 1,525 | $790.8K | 0.09% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,519 | $788.0K | 0.62% | −44−2.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,512 | $784.0K | 0.02% | +187+14.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $783.5K | 1.51% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,515 | $781.7K | 0.34% | +228+17.7% | Added |
| Vise Technologies, Inc. | 1,506 | $780.9K | 0.15% | −252−14.3% | Reduced |
| Private Trust Co NA | 1,502 | $778.6K | 0.08% | +65+4.5% | Added |
| H&H Retirement Design & Management INC | 1,453 | $773.3K | 0.51% | +1,453 | New |
| Advisors Capital Management, LLC | 1,476 | $766.0K | 0.01% | +1+0.1% | Added |
| Wealthcare Advisory Partners LLC | 1,459 | $756.8K | 0.02% | +254+21.1% | Added |
| Taylor Hoffman Wealth Management | 1,457 | $755.5K | 0.32% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,457 | $755.5K | 0.27% | +535+58.0% | Added |
| Power Wealth Management LLC | 1,455 | $754.5K | 0.47% | +564+63.3% | Added |
| Miracle Mile Advisors, LLC | 1,455 | $754.4K | 0.02% | +9+0.6% | Added |
| Tobam | 1,455 | $754.0K | 0.07% | −86−5.6% | Reduced |
| Wealth Management Associates, Inc. | 1,387 | $751.7K | 0.35% | −28−2.0% | Reduced |
| Citizens Financial Group Inc | 1,446 | $749.8K | 0.03% | +37+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,444 | $748.5K | 0.01% | −203−12.3% | Reduced |
| Prudent Man Advisors, LLC | 1,440 | $746.7K | 0.28% | −2−0.1% | Reduced |
| Indie Asset Partners, LLC | 1,438 | $745.9K | 0.66% | −75−5.0% | Reduced |
| Wesbanco Bank Inc | 1,436 | $744.6K | 0.03% | −28−1.9% | Reduced |
| Centric Wealth Management | 1,403 | $741.6K | 0.24% | +1,403 | New |
| Quent Capital, LLC | 1,424 | $738.7K | 0.09% | −4−0.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 1,414 | $733.2K | 0.13% | −6,124−81.2% | Reduced |
| Premier Path Wealth Partners, LLC | 1,411 | $731.8K | 0.14% | −25−1.7% | Reduced |
| Fielder Capital Group LLC | 1,410 | $731.2K | 0.33% | +9+0.6% | Added |
| Shelton Capital Management | 1,390 | $720.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,389 | $720.6K | 0.03% | +786+130.3% | Added |
| Scientech Research LLC | 1,387 | $719.2K | 0.38% | +1,387 | New |
| Systematic Financial Management LP | 1,386 | $718.7K | 0.02% | +1,350+3,750.0% | Added |
| Salem Investment Counselors Inc | 1,369 | $709.9K | 0.02% | +58+4.4% | Added |
| Brookstone Capital Management | 1,356 | $703.0K | 0.01% | −252−15.7% | Reduced |
| Schechter Investment Advisors, LLC | 1,352 | $701.1K | 0.05% | +127+10.4% | Added |
| Banco BTG Pactual S.A. | 1,350 | $700.0K | 0.22% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,347 | $698.5K | 0.02% | −54−3.9% | Reduced |
| Massmutual Trust Co FSB | 1,347 | $698.5K | 0.02% | +25+1.9% | Added |
| Edgestream Partners, L.P. | 1,346 | $698.0K | 0.03% | +1,346 | New |
| SRB Corp | 1,344 | $696.9K | 0.04% | +262+24.2% | Added |
| DRW Securities, LLC | 1,332 | $690.7K | 0.04% | +710+114.1% | Added |
| Apella Capital, LLC | 1,341 | $689.6K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 1,329 | $689.1K | 0.27% | −773−36.8% | Reduced |
| Ransom Advisory, Ltd | 1,325 | $687.1K | 0.37% | +1,325 | New |
| Concurrent Investment Advisors, LLC | 1,325 | $686.9K | 0.03% | −10−0.7% | Reduced |
| Wealth Alliance | 1,324 | $686.7K | 0.09% | −13−1.0% | Reduced |
| KG&L Capital Management,LLC | 1,323 | $686.0K | 0.27% | +312+30.9% | Added |
| Humankind Investments LLC | 1,314 | $681.4K | 0.18% | −20−1.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,312 | $680.4K | 0.18% | +470+55.8% | Added |
| Baxter Bros Inc | 1,309 | $678.8K | 0.09% | +25+1.9% | Added |
| Great Diamond Partners, LLC | 1,307 | $677.7K | 0.16% | −27−2.0% | Reduced |
| Arden Trust Co | 1,303 | $675.7K | 0.09% | −99−7.1% | Reduced |
| Constitution Capital LLC | 1,300 | $674.1K | 0.38% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,292 | $669.8K | 0.29% | −108−7.7% | Reduced |
| Okabena Investment Services Inc | 1,291 | $669.4K | 0.22% | −145−10.1% | Reduced |
| Keystone Financial Group | 1,282 | $664.5K | 0.10% | −54−4.0% | Reduced |
| Fundamentun, LLC | 1,279 | $663.6K | 0.06% | +49+4.0% | Added |
| Shufro Rose & Co LLC | 1,275 | $661.1K | 0.05% | −25−1.9% | Reduced |
| First Foundation Advisors | 1,273 | $660.1K | 0.03% | −307−19.4% | Reduced |
| Solidarilty Wealth, LLC | 1,268 | $657.5K | 0.21% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,267 | $656.9K | 0.02% | +32+2.6% | Added |
| Northwest Bancshares, Inc. | 1,266 | $656.5K | 0.10% | +54+4.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,261 | $653.9K | 0.02% | +8+0.6% | Added |
| Holderness Investments Co | 1,256 | $651.4K | 0.16% | +75+6.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,253 | $649.7K | 0.28% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,250 | $648.2K | 0.01% | +1,250 | New |
| Pathway Financial Advisers, LLC | 1,248 | $647.3K | 0.23% | +9+0.7% | Added |
| First National Bank of Hutchinson | 1,248 | $647.1K | 0.43% | +14+1.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,248 | $646.9K | 0.53% | +30+2.5% | Added |
| Bedel Financial Consulting, Inc. | 1,247 | $646.6K | 0.10% | +20+1.6% | Added |
| Exchange Traded Concepts, LLC | 1,246 | $646.1K | 0.02% | −64−4.9% | Reduced |